MCP-Upbank

A Model Context Protocol server implementation for accessing the Up Bank API

The goal is to test the Up Bank API to see if we can find some use for it in daily LLM usage. Some ideas:

• Get a list of transactions for the day and add to your daily journaling
• Compare your spending habits across months
• Get Navishkar (the author of this repo) a job so he can make the kind of money that allows him to finally afford his own home in Melbourne

Note: The API does not allow mutations so there's no risk of you accidentally deleting your bank account or sending money to a Nigerian prince.

How it works.

Follow Up Bank's own Getting Started guide. You'll want to create a Personal Access Token.

MCP Server's remain a pain to install. I'm going to link to each client's instructions (or the ones I use anyway)

• Claude
• VS Code
• Cursor

The easiest is via Smithery.ai which gives you the exact config to include in your client.

[!CAUTION]
Your Personal Access Token is Personal. Do not share with others, including adding it inside the Smithery interface. Just paste some random values to see how the config will look.

How its built

I use the openapi spec found on Github to generate zod schemas and types using Orval.

Unfortunately, the api uses opaque cursors which means I can't simply use the outputs generated from Orval.

This is why, for the moment, I'm manually copying some files across and generating a pagination handler myself.

What's next

• Fix/Enhance Orval's generator to make this a better experience. Or maybe I just need to read their docs better.
• Create prompts that provide instructions on analyzing ingested data.
• Distribute executables with Homebrew, Chocolatey, apt etc.
• Resolve the additional endpoints that aren't needed e.g. patch, post, delete on resources

Resources:

• Up Bank API
• Up Bank API - Github
• Model Context Protocol
• Orval